Stevens Family Foundation Inc
Stevens Family Foundation Inc. is a private foundation based in North Carolina that supports community service organizations and the arts, mostly in Caldwell County. Its website describes its mission as giving back to the community through grants to organizations in those areas.
Stevens Family Foundation Inc at a glance
In short: Stevens Family Foundation Inc gave $232K across 29 grants in 2024 (avg $8K), mostly in North Carolina. 21% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $232,000
- +15.7% vs 2023
- Grants made (2024)
- 29
- -17.1% vs 2023
- Average grant
- $8,000
- +39.7% vs 2023
- Median grant
- $5,000
- Total assets
- $3,880,219
- +3.9% vs 2023
- New grantees (estimate)
- 21% first-time grantees (6 of 29, 2024)
- Primary geography
- North Carolina (99% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Stevens Family Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it does not accept unsolicited requests and makes contributions only to preselected charitable organizations. Its website provides application materials and says applicants must be 501(c)(3) charities with a 509(a)(1) or 509(a)(2) designation; organizations with a 509(a)(3) designation may not apply. Applications are for organizations, not individuals. The guidelines also require that grants not involve liability to the foundation beyond the grant amount, not be used for political purposes, lobbying, or influencing legislation, and not restrict beneficiaries based on race, creed, gender, national origin, or sexual orientation. The website asks applicants to submit the application with an IRS exemption letter, most recent audited financials, a project budget if appropriate, a board list, and the organization’s mission statement. It asks applicants to explain the grant purpose and allocation, goals and how achievement will be measured, and beneficiaries beyond the requesting organization. The website prefers one request per year and says a grant in one year does not give the same organization preference in a subsequent year.
- Review Cycle
- The website states that applications are considered and grants awarded from May 1 through October 31; applications received after October 31 are deferred for consideration until the following calendar year.
- Deadline
- The website states that applications are considered and grants awarded from May 1 through October 31; applications…
- Contact
Mailing address: 718 Sunset Mtn Rd, Boone, NC 28607
Phone: (828) 963-6622
Website: https://stevensfamilyfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Stevens Family Foundation Inc
Who Stevens Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Helping Hands Clinic Inc ($25K). Together the top 10 received $165K.
Grant Size Distribution
170 grants across all recorded years
The most common grant size was under $50K: 170 grants of 170 (100%).
Geographic Focus
Where this funder awards grants
The foundation’s website says it awards grants mostly in Caldwell County, North Carolina. Its 2024 filing shows that 99% of grant dollars went to recipients in North Carolina and 1% to recipients in Georgia.
Grant Distribution by State
Share of 2024 grant dollars across all 29 itemized grants.
States
Cities
Is Stevens Family Foundation Inc open to new grantees?
21%
first-time grantees, 2024
In 2024, 6 of 29 grantees (21%) were first-time recipients. First grants averaged $10K; repeat grants $7K. How we count
Medians: $10K first-time, $3K repeat.
- 79% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+5%). Method
- In 2024 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $196K (2020) to $284K (2022). In 2024 it made 29 grants totaling $232K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Helping Hands Clinic Inc Lenoir, NC | General Support | $25,000 |
| Caldwell Arts Council Lenoir, NC | General Support | $20,000 |
| Caldwell County Yokefellow Lenoir, NC | General Support | $20,000 |
| Samaritan's Purse Boone, NC | General Support | $20,000 |
| Caldwell Community College Foundation Lenoir, NC | General Support | $15,000 |
| Harper School of Music Lenoir, NC | General Support | $15,000 |
| Hospitality House Boone, NC | General Support | $15,000 |
| Quiet Givers Boone, NC | General Support | $15,000 |
| Bethel Colony of Mercy Lenoir, NC | General Support | $10,000 |
| Caldwell Hospice & Pallative Careamorem Lenoir, NC | General Support | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $3,880,219 | $412,934 | $268,575 | $232,000 | 29 | $259,421 | $400,447 | $274,801 |
| 2023 | $3,735,860 | $171,738 | $236,573 | $200,500 | 35 | $225,710 | $160,505 | $257,391 |
| 2022 | $3,800,695 | $121,668 | $324,521 | $284,166 | 42 | $310,955 | $112,020 | $266,547 |
| 2021 | $4,003,548 | $407,305 | $253,692 | $221,000 | 35 | $244,574 | $368,801 | $268,702 |
| 2020 | $3,849,935 | $320,192 | $227,733 | $196,000 | 29 | — | $313,497 | $238,773 |
Under IRS private-foundation payout rules, Stevens Family Foundation Inc reported a distributable amount of $275K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s website identifies community services and the arts as its grantmaking areas. Its guidelines say grants are for charitable organizations, not individuals, and should benefit people beyond the recipient organization.
Examples of supported organizations include Helping Hands Clinic, whose mission is to improve the health of uninsured Caldwell County residents; Caldwell Arts Council, which says it promotes the arts in the county; and Caldwell County Yokefellow, which says it assists people in the area with immediate needs such as food, clothing, household goods, and financial assistance. These are the grantees’ stated missions.
Grantmaking
In 2024, the foundation reported 29 grants totaling $232,000. Individual grants ranged from $1,000 to $25,000, with a median of $5,000. Its largest reported grants included $25,000 to Helping Hands Clinic; $20,000 each to Caldwell Arts Council, Caldwell County Yokefellow, and Samaritan’s Purse; and $15,000 each to Caldwell Community College Foundation, Harper School of Music, Hospitality House, and Quiet Givers. The listed purposes for these awards were general support.
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation’s 2024 filing lists J William Stevens as president; Richard D Stevens as secretary/treasurer; Martha S Sutton as vice president; and Anne Hsu, James W Stevens, John F Stevens, and Rebecca S Elliott as board members.
Stevens Family Foundation Inc is led by J. William Stevens, President since 2021 (on filings since 2020); none of the 7 officers listed in 2024 report compensation.
Officers on the 2024 filing
J. William Stevens
President
Vice President → President, 2021
On filings since 2020
1 hr/week
No compensation reported
Anne Hsu
Board Member
On filings since 2020
No compensation reported
Richard D. Stevens
Secretary & Treasurer
On filings since 2020
1 hr/week
No compensation reported
James W. Stevens
Board Member
On filings since 2021
No compensation reported
John F. Stevens
Board Member
On filings since 2021
No compensation reported
Martha S. Sutton
Vice President
On filings since 2021
1 hr/week
No compensation reported
Rebecca S. Elliott
Board Member
On filings since 2021
No compensation reported
Former officers (1)
- Former: Allene Broyhill Stevens (2020) — President
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Stevens Family Foundation Inc
How much does Stevens Family Foundation Inc give each year?
Stevens Family Foundation Inc gave $232K across 29 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $201K across 35 grants.
What is Stevens Family Foundation Inc's typical grant size?
Stevens Family Foundation Inc's median grant in 2024 was $5,000, and its average grant was $8,000, across 29 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Stevens Family Foundation Inc that year got $10K on average.
Where does Stevens Family Foundation Inc give grants?
Stevens Family Foundation Inc gives mostly in North Carolina: 99% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Lenoir, NC (19 grants) and Boone, NC (4 grants).
Does Stevens Family Foundation Inc give general operating support?
Yes: 100% of Stevens Family Foundation Inc's 2024 grants with a stated purpose (29 of 29) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Stevens Family Foundation Inc's largest grantees?
Stevens Family Foundation Inc's largest 2024 grantees include Helping Hands Clinic Inc ($25,000), Caldwell Arts Council ($20,000) and Caldwell County Yokefellow ($20,000), according to its 2024 IRS Form 990-PF. Together they received 28% of its itemized 2024 grant dollars.
How large is Stevens Family Foundation Inc?
Stevens Family Foundation Inc reported $3.9M in total assets on its 2024 IRS Form 990-PF. It paid out $259K in qualifying distributions that year, against a required minimum of $275K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Stevens Family Foundation Inc fund?
The foundation’s website identifies community services and the arts as its grantmaking areas. Its guidelines say grants are for charitable organizations, not individuals, and should benefit people beyond the recipient organization. See mission & focus areas ↑
How do I apply for a grant from Stevens Family Foundation Inc?
The foundation states that it does not accept unsolicited requests and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Stevens Family Foundation Inc's EIN?
Stevens Family Foundation Inc's EIN (Employer Identification Number) is 56-1824646. IRS Form 990 filing data is available on this page for 2020–2024.
Does Stevens Family Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Stevens Family Foundation Inc's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Stevens Family Foundation Inc funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/stevens-family-foundation-inc-morg_fd040d4acd214e618c84920b918d4a4f
BibTeX
@misc{grantable_561824646_2026,
author = {{Grantable}},
title = {{Stevens Family Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/stevens-family-foundation-inc-morg_fd040d4acd214e618c84920b918d4a4f},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Stevens Family Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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